Did you know that you already have an estate plan? The only question is whether it is the estate plan you want — the one that's best for you and your family.

Anyone who owns assets has an estate. Upon a person's death, those assets must, by law, be properly distributed. Without proper planning, a court could determine their distribution in accordance with state law, which may not be the wishes of the deceased.

• Thinking the Unthinkable: What Everyone Needs to Know About Estate Planning Brochure (PDF | 280KB)
• Estate Planning: Introduction to the Essentials Webinar

Planning

• The Generational Communication Gap
• Make Your Estate Plan Disaster Proof
• Why You Need an Estate Plan
• The Four Fundamental Estate Planning Tools
• Additional Estate Planning Tools
• If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family, What Would You Do?
• Make Estate Plans to Benefit Yourself and Your Loved Ones
• Updating Your Estate Plan? Consider the New Estate Tax Bill
• Protect Your Legacy. Update Your Estate Plan.
• Protect Your Future with Long-term Care Insurance
• Planning for Estate Taxes with a New President
• Estate Planning: Safeguard Your Wishes
• Tips for Baby Boomers: Estate Planning for Aging Parents
• Estate Planning Checklist
• Why You Need an Estate Plan / Planning for Disaster (Mp3)

Additional Resources

• The Most Important Letter You May Ever Write
• Losing Your Inheritance to Uncle Sam — or Others
• Dreaming Big: Financial Planning for Unexpected Wealth
• Going to the Hospital? Prepare Financially as well as Medically
• Who Can You Trust with Your Trust?
• Gifting: One of the Most Important Estate Planning Tools
• How to Choose a Trustee
• How a Financial Planner Can Help You...and How to Choose the Right One Brochure (PDF | 640KB)